ACM

Axel Capital Management Portfolio holdings

AUM $47.4M
1-Year Est. Return 2.75%
This Quarter Est. Return
1 Year Est. Return
-2.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$6.95M
3
+$6.56M
4
XYZ
Block Inc
XYZ
+$5M
5
FVRR icon
Fiverr
FVRR
+$3.91M

Top Sells

1
+$13.9M
2
+$12.1M
3
+$12M
4
ALB icon
Albemarle
ALB
+$10.2M
5
META icon
Meta Platforms (Facebook)
META
+$8.47M

Sector Composition

1 Technology 29.29%
2 Materials 29.01%
3 Consumer Discretionary 11.22%
4 Communication Services 9.9%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 10.41%
105,600
-29,400
2
$21.4M 9.49%
1,237,749
-448,000
3
$19.9M 8.82%
82,000
+27,000
4
$16.3M 7.24%
72,000
+22,000
5
$15.5M 6.87%
292,200
-47,800
6
$15.3M 6.75%
104,400
-69,600
7
$13.3M 5.9%
830,000
+50,000
8
$11.9M 5.26%
209,000
+169,000
9
$10.5M 4.65%
95,000
-60,000
10
$10.2M 4.51%
21,000
+4,000
11
$10M 4.44%
73,000
-17,000
12
$7.02M 3.11%
70,000
-121,000
13
$6.96M 3.08%
30,000
-5,000
14
$6.95M 3.08%
+100,000
15
$5.9M 2.61%
130,000
+30,000
16
$4.78M 2.12%
22,000
+18,000
17
$4.36M 1.93%
74,520
18
$3.89M 1.72%
+60,000
19
$3.2M 1.42%
240,000
+40,000
20
$2M 0.89%
70,000
21
$1.54M 0.68%
7,000
22
$1.5M 0.66%
3,000
23
$1.35M 0.6%
+30,000
24
$1.27M 0.56%
+20,000
25
$1.2M 0.53%
17,182
-45,975
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